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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,482 | $67,602+122.6% | $82,312+82.8% | $70,126+114.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.18% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,053 | $1,755-40.0% | $2,428-56.7% | $2,343-55.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,892 | $4,512-35.9% | $5,608-48.4% | $4,645-37.7% |